NEW ORLEANS, August 24, 2023 — NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, is among the presenters at Echelon Deal & Dealmakers Summit in California.
Goss will share insights on the growing popularity of independence and various trends related to this shift during the two-day event held on Aug. 29 and 30 at the Ritz-Carlton in Laguna Niguel. The signature annual event is considered the largest M&A summit for the past decade. More than 200 C-suite executives from the financial services industry are expected to attend.
“I’m honored to be among the presenters at an established event that some consider to be the MBA program in deal-making,” Goss said. “NewEdge Advisors has experienced strong growth by adding advisors and offices in the past year. I look forward to sharing my insights and experiences with those joining Echelon’s event.”
Goss used the foundation of his and his father’s client practice to launch and grow NewEdge Advisors into a $22B firm servicing both 1099 and W2 advisors. As CEO at NewEdge Advisors, he is dedicated to empowering successful advisors with the tools, technology, and flexibility they need to better serve clients and grow businesses.
About NewEdge Advisors
New Orleans-based NewEdge Advisors is a rapidly growing RIA built by New Orleans residents Alex Goss and Neil Turner. The firm embraces a transparent approach to educating advisors on the independent opportunities that currently exist in the industry landscape. This approach, combined with best-in-class advisor services, continues to attract top-performing advisors from across the country.
Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group.